How To Add an Award Performance Strategy

 Note: Depending on your account settings, this record type may have additional custom fields or sections. 

Strategies link related goals together.

Prerequisite: Funder can edit on Performance Plan Creation in the award's Performance Plan Settings.

1. Open Award Management>Awards.
2. Click the   (View Award icon) next to a lead recipient name.
3. Open the Post-Award tab>Performance>Performance Strategies.
4. Click the  (Create icon) in the Icon Bar.
5. In the pop-up window, add a strategy Name.
6. Add a Description (optional).
7. Click Create.